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The Dries/Smith Group
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Link to Dries/Smith Website
Pamela Dries, CFP
Pamela began her Investment advisor career in 1994. Prior to this role she enjoyed a successful career in Private and Commercial banking. Pamela holds her economic degree as well as the Certified Financial Planner designation and has obtained both Level I and Level II Insurance Licenses. Her extensive financial industry experience enables her to provide clients with prudent and knowledgeable advice. Pamela is married and the proud mother of two boys. She enjoys an active lifestyle and spending her free time with her family.
Stuart M.C. Smith, FMA, FCSI, CFP, CIMA
Stuart has been a partner with the Dries/Smith group since 1999. He ran a successful private business during university, and joined the financial industry after graduating with an Honours degree in commerce. Stuart has also successfully earned the designations Financial Management Advisor, Certified Financial Planner, Certified Investment Management Analyst, and Fellow of The Canadian Securities Institute. Stuart is an accomplished pilot, a Big Brother, and a board member of the Canadian Special Olympics' Motionball fundraising arm.
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Investment Philosophy and Process
Freedom to pursue a balanced active lifestyle -- We are focused on satisfying the financial needs of a select group of people: those who wish to experience success and excellence in every aspect of their lives. For our clients, financial independence means the ability to do the things they want, when they want. It also means the freedom to pursue a balanced, active lifestyle on their own terms. We take a unique, conservative, and structured approach to achieving this goal. Our personalized solutions create the security and peace of mind that allow our clients to enjoy financial independence during the prime of their lives.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. We are committed to providing our clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Mailing Address
Head Office Branch
P.O. Box 402, Scotia Plaza
40 King St. West, 15th Floor
Toronto ON M5H 3Y2
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Additional Team Members:
John Boast, Administrative Associate
(416) 682-6521
john_boast@scotiamcleod.com
John has been with the Scotiabank Group for the last four years and joined the Dries/Smith Group of ScotiaMcLeod in March of 2005. John has completed the Canadian Securities Course and a degree in Economics. He helps clients with questions or needs of an administrative nature. John is also a private pilot.
John Michael Durrant, Insurance Consultant
John Michael is our Insurance specialist. John Michael joined ScotiaMcLeod in 2002, holds an Honours degree and has over 10 years experience in the insurance field. John Michael focuses on tax-driven insurance strategies and estate planning. Where appropriate, strategies can include tax-sheltered accumulation, enhanced income, reductions of estate tax, and elimination of deferred embedded tax in privately-held companies.
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TM Trademark used under authorization and control of The Bank of Nova Scotia. All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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(416) 682-6546
1-800-387-0489
(416) 862-3087
